+50.6%
POET vs COO
+4.1%
+46.4%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.5% | +9.5% | +7.7% |
| 7D | +5.6% | -2.2% | +7.8% | +5.1% |
| 30D | -2.1% | -7.0% | +4.9% | -3.5% |
| 3M | -48.8% | +12.2% | -61.0% | -49.3% |
| 6M | +15.8% | -15.1% | +30.9% | +32.0% |
| YTD | +25.1% | -15.1% | +40.2% | +42.7% |
| 1Y | +50.6% | +2.3% | +48.2% | +62.1% |
| All | +50.6% | +4.1% | +46.4% | +62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded COO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling